13FBOX
MILESTONE ASSET MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

MILESTONE ASSET MANAGEMENT, LLC

No.3653 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.38亿
环比变动 Q1 2026
+$9,577.4万+17.7%
持仓股票数
259
新买入
58
加仓
109
减仓
77
清仓
34
持股不变
15
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
FIRST INTST BANCSYSTEMFIBK
5.96%6.54%$3,802.0万104.1万股$3,545.5万105.0万股-9,107股-0.87%减仓
IiShares安硕信托SGOV
4.6%6.87%$2,938.1万29.2万股$3,724.8万37.0万股-7.8万股-21.13%减仓
ESSENTIAL PPTYS RLTY TREPRT
3.85%3.18%$2,457.2万79.7万股$1,727.8万56.1万股+23.5万股+41.89%加仓
苹果AAPL
2.99%3.55%$1,911.3万6.6万股$1,928.6万7.6万股-9,938股-13.08%减仓
SSPDR标普500 ETFSPY
2.25%0.18%$1,433.0万1.9万股$99.0万1,521股+1.8万股+1,161.60%加仓
IiShares安硕信托IVV
2.2%0.94%$1,404.3万1.9万股$510.2万7,809股+1.1万股+140.12%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST LADDEREDDALI
1.84%2.28%$1,175.7万39.6万股$1,239.0万44.2万股-4.7万股-10.60%减仓
英伟达NVDA
1.67%1.66%$1,066.7万5.3万股$900.7万5.2万股+1,665股+3.22%加仓
IiShares安硕信托GJS
1.33%$846.9万37.2万股$00股+37.2万股新买入
IISHARES SYSTEMATIC BOND ETFSYSB
1.3%$830.7万9.4万股$00股+9.4万股新买入
百时美施贵宝BMY
1.28%1.38%$817.3万14.2万股$750.3万12.4万股+1.8万股+14.66%加仓
LLHA MARKET STATE TACTICAL BETA ETFMSTB
1.25%1.28%$798.9万18.6万股$696.1万18.2万股+4,528股+2.49%加仓
J摩根大通交易所交易基金JEPQ
1.23%1.29%$782.5万12.7万股$701.0万12.6万股+1,064股+0.84%加仓
礼来LLY
1.21%0.86%$769.5万6,415股$469.1万5,099股+1,316股+25.81%加仓
B贝莱德ETF信托DYNF
1.2%1.24%$768.6万11.3万股$672.4万11.6万股-2,553股-2.21%减仓
IiShares安硕信托IVW
1.16%1.17%$740.2万5.4万股$633.0万5.6万股-2,137股-3.82%减仓
B贝莱德·ETF TRUST IIGGOV
1.11%$709.3万14.1万股$00股+14.1万股新买入
I景顺自营指数基金BSCQ
1.09%1.22%$695.5万35.6万股$659.2万33.8万股+1.9万股+5.54%加仓
B贝莱德·ETF TRUST IIBINC
1.09%$693.6万13.3万股$00股+13.3万股新买入
S道富SPYV
1.05%1%$669.2万11.0万股$541.1万9.6万股+1.4万股+15.11%加仓
好市多COST
1.03%1.12%$657.7万7,030股$606.8万6,089股+941股+15.45%加仓
AMGEN COMAMGN
1.01%0.15%$647.5万1.8万股$80.6万2,290股+1.6万股+680.70%加仓
FFIRST TR EXCHNG TRADED FD VIII FT VEST US EQTEDOW
1.01%1.09%$643.5万15.0万股$592.0万14.4万股+5,322股+3.69%加仓
卡特彼勒CAT
0.99%0.9%$631.8万5,933股$489.6万6,911股-978股-14.15%减仓
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
0.97%0.76%$621.1万8.2万股$412.9万6.0万股+2.1万股+35.32%加仓
F第一信托交易所交易基金VIGAUG
0.97%1.03%$618.7万14.9万股$558.6万14.4万股+5,063股+3.51%加仓
J摩根大通交易所交易基金JEPI
0.95%1.37%$605.6万10.7万股$742.6万13.1万股-2.4万股-18.17%减仓
F第一信托交易所交易基金VIGNOV
0.94%1%$602.9万14.4万股$544.0万14.0万股+4,542股+3.25%加仓
FFT VEST U.S. EQUITY MODERATE BUFFER ETF - FEBRUARYGFEB
0.94%1.01%$602.9万13.7万股$545.4万13.3万股+4,198股+3.16%加仓
迪尔DE
0.91%$580.9万9,157股$00股+9,157股新买入
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.88%0.71%$564.8万16.7万股$384.7万13.2万股+3.5万股+26.38%加仓
B贝莱德ETF信托CORO
0.86%0.76%$547.0万14.9万股$410.9万12.8万股+2.2万股+16.94%加仓
VertivVRT
0.85%$541.0万1.6万股$00股+1.6万股新买入
FFT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETFKNG
0.84%0.89%$536.1万10.6万股$481.2万9.9万股+7,378股+7.47%加仓
QUANTA SVCSPWR
0.8%$510.5万7,090股$00股+7,090股新买入
IINVESCO SELF INDEXED ETF BULLETSHARES 2025 HIGH YIELD CORPORATE BDBSJQ
0.8%0.88%$509.1万22.2万股$477.7万20.6万股+1.6万股+7.60%加仓
百事可乐PEP
0.78%$498.9万3.7万股$00股+3.7万股新买入
NNEOS ETF TRUSTSPYI
0.77%0.57%$493.1万9.3万股$309.5万6.3万股+3.0万股+48.15%加仓
PProShares信托SSO
0.77%0.04%$491.2万7.3万股$23.2万4,470股+6.8万股+1,530.78%加仓
PPIMCO太平洋投资管理ETFMINT
0.75%0.83%$478.8万4.7万股$448.7万4.5万股+2,877股+6.45%加仓
联合健康UNH
0.71%0.46%$453.5万1.1万股$247.0万9,128股+1,782股+19.52%加仓
I景顺QQQ信托VOO
0.7%0.62%$448.9万6,095股$338.2万5,859股+236股+4.03%加仓
IiShares安硕信托STIP
0.69%$442.4万4.3万股$00股+4.3万股新买入
ALTRIAMO
0.67%0.47%$426.3万5.9万股$256.9万3.9万股+2.0万股+52.22%加仓
B贝莱德ETF信托BAI
0.65%0.52%$413.9万7.9万股$284.4万8.6万股-7,795股-9.03%减仓
甲骨文ORCL
0.64%$405.8万2.8万股$00股+2.8万股新买入
AMD超威AMD
0.63%0.43%$403.8万6,950股$231.7万1.1万股-4,438股-38.97%减仓
IiShares安硕信托SHV
0.63%0.7%$402.2万3.6万股$377.7万3.4万股+2,232股+6.52%加仓
NNEOS ETF TRUSTQQQI
0.61%0.32%$392.2万6.9万股$171.8万3.5万股+3.4万股+99.78%加仓
VisaV
0.61%0.54%$390.4万1.1万股$293.1万9,698股+1,680股+17.32%加仓

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